2024 Spring Course Info
2023 Fall Course Info
Information is subject to change.
Please revisit this page again before the semester starts to make sure you have all the current information.
Drops and Refunds:
Students adhere to the drop and refund policies and deadlines of their home university.
Course Information
Financial Planning - Case Studies
| University: | Iowa State University |
| Course Number: | FFP 595 |
| Credit Hours: | 3 credit hours - $600 per credit |
| Start/End Dates: | January 17, 2023 - May 12, 2023 |
Course Description
All other courses in the program must be completed as a prerequisite for enrolling in this course. Integrating both theoretical and applied concepts to a comprehensive personal financial plan and several smaller case studies, students illustrate their understanding of ethical considerations, regulation and certification requirements, written communication skills, presentation of technical issues, and professional responsibility.
Contacts
Instructor
Jonathan Fox
Office: 515-294-6993
jjfox@iastate.edu
Campus Coordinator
For course access questions, contact the teaching university’s campus coordinator. For enrollment questions, contact your home university campus coordinator.
View the Campus Coordinator Directory >>
Disability Support Services
To request accommodations for this course, contact the disability support office at your home university. You must register each semester and for each course. Read more about the Great Plains IDEA process for requesting accommodations.
Textbooks
Cases in Financial Planning: Analysis and Presentation - 4th Edition
Dalton, Dalton & Oakley
Edition: 4th (2019) edition
ISBN: 978-1946711687
Publisher: Money Education
Course Access
In the three weeks prior to the start of class, students will receive course information and access instructions via email from the Iowa State campus coordinator, Iowa State Online.
The email will include instructions for how students can set up their Iowa State Net-ID and password which is needed to log into Iowa State’s Canvas system. It typically takes 1-2 business days after setting up a Net-ID before students can log into Iowa State’s Canvas. Courses may not be visible in Canvas until the first day of class.
If students experience problems registering for a Net-ID, they can contact the Iowa State Solution Center for assistance at 515-294-4000. Students will need their 9-digit ISU university ID (provided in the ISU campus coordinator email) for the Solution Center to assist them. The Solution Center is open evenings and weekends. View the Solution Center's hours of operation.
Exam Proctor
This course does not require an exam proctor.
Synchronous Components
This course does not include synchronous components.
I have worked in the nonprofit arena for many years. The idea of returning to school for my master’s degree was daunting, especially given my typical work schedule of long and varied hours. However, knowing that I could earn my master’s degree in Community Development through Great Plains IDEA and that it would fit around my work and personal needs put me at ease. Multiple times throughout my coursework I have learned a theory, process, or skill one evening, gone to work the next morning, and applied what I learned the night before in my job.